Elgethun Capital Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Elgethun Capital Management’s Portfolio IEMG Stock Details IEMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.2M	Sell	361,398 -1,414	-0.4%	-$102K	4.17%	5
2025 Q4	$24.4M	Buy	362,812 +8,596	+2%	+$577K	4.21%	5
2025 Q3	$23.5M	Buy	354,216 +4,681	+1%	+$292K	4.27%	4
2025 Q2	$21M	Buy	349,535 +11,978	+4%	+$668K	4.22%	4
2025 Q1	$18.2M	Buy	337,557 +22,679	+7%	+$1.22M	4.07%	5
2024 Q4	$16.4M	Sell	314,878 -2,454	-0.8%	-$136K	3.99%	4
2024 Q3	$18.2M	Buy	317,332 +2,518	+0.8%	+$136K	4.28%	4
2024 Q2	$16.9M	Sell	314,814 -6,277	-2%	-$331K	4.25%	4
2024 Q1	$16.7M	Buy	321,091 +3,530	+1%	+$177K	4.21%	4
2023 Q4	$16.1M	Sell	317,561 -1,220	-0.4%	-$59.1K	4.55%	3
2023 Q3	$15.1M	Buy	318,781 +3,144	+1%	+$156K	4.57%	3
2023 Q2	$15.6M	Buy	315,637 +1,324	+0.4%	+$64.7K	4.69%	3
2023 Q1	$15.3M	Sell	314,313 -16,473	-5%	-$808K	4.85%	3
2022 Q4	$15.6M	Buy	+330,786	New	+$15M	5.64%	2

Other funds holding IEMG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Elgethun Capital Management's IEMG Position: Q1 2026 in Review

Elgethun Capital Management reduced its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 0.39% in Q1 2026, selling an estimated $102K and leaving 361,398 shares worth $25.2M. The position accounts for 4.17% of the portfolio, ranked #5.

Elgethun Capital Management first reported a position in IEMG in Q4 2022 and has held it in 14 quarters since. 2,285 funds tracked by Wall St. Rank hold IEMG as of Q1 2026.

Elgethun Capital Management held 361,398 shares of iShares Core MSCI Emerging Markets ETF worth $25.2M as of Q1 2026.
Elgethun Capital Management sold 1,414 iShares Core MSCI Emerging Markets ETF shares in Q1 2026, an estimated $102K.
iShares Core MSCI Emerging Markets ETF made up 4.17% of Elgethun Capital Management's portfolio in Q1 2026, its #5 holding.
Elgethun Capital Management first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2022 and has held it in 14 quarters since.
2,285 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q1 2026.

Based on Elgethun Capital Management's 13F filing for Q1 2026, filed 14 May 2026.